Smarter, Faster Decision Making

Create a scalable process with guardrails, templates, approval workflows, and more.

Keep Sales Reps on Track

Set your reps up for success by enabling flexibility while providing the necessary guardrails to structuring deals.
Customize limitations for reps
Customer guardrails, such as required field on eSignature
Create required fields like payment terms and billing email
Pre-approved terms to use and edit within templates

Standardized Templates for Reps to Customize

The building blocks to craft the perfect templates for reps to customize within guardrails that you set.
Create standardized templates for reps to use
Customizable to fit the unique needs of any deal
Support for any kind of sales agreement
Pre-approved SKU and term blocks for reps to add to deals

A Powerful Decision Engine for Deal Approvals

Set rules for instant approvals and configure rules to route proposals to the right teams at the right time.
Set auto-approval rules for standard deals
Custom "if this, then that" workflows to route approval requests
Route approvals to individuals or groups based on set rules
Approval blocks when approvals for individual sections are required

How Muck Rack Decreased Contract Errors By Nearly 100%

Learn how Muck Rack leveraged automation to cut out manual errors and save 2-3 hours a day

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